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5,013 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| RUBEY & RUST CAPITAL MANAGEMENT, LLC CRD 282776 | CA | Corporate platform LLC | $381.0M | 2 advisors | Percentage of AUM | View | |
| TORREN MANAGEMENT, LLC CRD 329263 | San Diego, CA | Advisory firm LLC | $373.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN WEALTH ADVISORY CRD 316124 | CA | Advisory firm LLC | $372.2M | 3 advisors | Percentage of AUM | View | |
| PACIFIC WEALTH MANAGEMENT CRD 113217 | San Diego, CA | Advisory firm LLC | $371.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GUGGENHEIM WEALTH SOLUTIONS, LLC CRD 283238 | Santa Monica, CA | Advisory firm LLC | $371.3M | 6 advisors | Percentage of AUM | View | |
| ORION CAPITAL MANAGEMENT LLC CRD 119428 | Coronado, CA | Corporate platform LLC | $370.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCHER INVESTMENT MANAGEMENT CRD 146852 | CA | Corporate platform LLC | $370.8M | 4 advisors | Percentage of AUM | View | |
| ATALA FINANCIAL INC CRD 318371 | Calabasas, CA | Corporate platform Corporation | $370.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATALYST PRIVATE WEALTH, LLC CRD 305565 | San Mateo, CA | Advisory firm LLC | $370.4M | 5 advisors | Percentage of AUM | View | |
| WEALTHSPRING CRD 322756 | Long Beach, CA | Advisory firm LLC | $370.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLOW GROVE ADVISORS, LLC CRD 151993 | Berkeley, CA | Advisory firm LLC | $369.8M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MENLO ADVISORS LLC CRD 122721 | Menlo Park, CA | Advisory firm LLC | $369.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| YOSEMITE CAPITAL MANAGEMENT CRD 124298 | Newport Beach, CA | Corporate platform LLC | $369.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE CAPITAL MANAGEMENT LLC CRD 108547 | CA | Corporate platform LLC | $368.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLOSSOM WEALTH MANAGEMENT, LLC CRD 150402 | CA | Advisory firm LLC | $368.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODER INVESTMENT MANAGEMENT, LLC CRD 134506 | Woodland Hills, CA | Corporate platform LLC | $366.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SHIRA RIDGE WEALTH MANAGEMENT CRD 117627 | San Rafael, CA | Corporate platform Corporation | $366.4M | 2 advisors | Percentage of AUM | View | |
| SHARPER & GRANITE LLC CRD 136719 | El Segundo, CA | Advisory firm LLC | $366.4M | 4 advisors | Percentage of AUM | View | |
| INFLECTION CAPITAL MANAGEMENT, LLC CRD 333157 | San Francisco, CA | Corporate platform LLC | $365.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVIUS CAPITAL MANAGEMENT, LLC CRD 311568 | San Francisco, CA | Corporate platform LLC | $365.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KONDO WEALTH ADVISORS, INC CRD 175347 | Pasadena, CA | Corporate platform Corporation | $365.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FPC INVESTMENT ADVISORY, INC. CRD 122728 | Petaluma, CA | Corporate platform Corporation | $364.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGY FG CRD 309961 | CA | Advisory firm Other (specify) | $364.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEONID CAPITAL PARTNERS, LLC CRD 327020 | Huntington Beach, CA | Advisory firm LLC | $363.0M | 16 advisors | Percentage of AUM; Performance-based fees | View |